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Duke Energy

1,133 hedge funds and large institutions have $30.9B invested in Duke Energy in 2016 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 490 increasing their positions, 357 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,133
Holders Change
+37
Holders Change %
+3.38%
% of All Funds
30.24%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.69%
New
100
Increased
490
Reduced
357
Closed
52
Calls
$253M
Puts
$123M
Net Calls
+$130M
Net Calls Change
+$39.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
1101
SeaBridge Investment Advisors
New Jersey
$21K
TFO
1102
Tarbox Family Office
California
$21K +$641 +8 +3%
DSN
1103
D. Scott Neal
Kentucky
$20K +$2K +25 +11%
BWP
1104
Baldwin Wealth Partners
Massachusetts
$20K +$20K +250 New
CAL
1105
Capital Analysts LLC
Pennsylvania
$19.5K +$19.5K +242 New
LWA
1106
Lowe Wealth Advisors
Maryland
$19K
CTB
1107
Country Trust Bank
Illinois
$16K
AII
1108
AGF Investments Inc
Ontario, Canada
$16K
WOC
1109
West Oak Capital
California
$14K
WAS
1110
WESPAC Advisors SoCal
California
$14K +$14K +174 New
KF
1111
Krilogy Financial
Missouri
$13K -$145K -1,787 -92%
TSU
1112
TD Securities (USA)
New York
$13K
SIM
1113
Sonora Investment Management
Arizona
$11.5K -$15K -195 -57%
PCP
1114
Proficio Capital Partners
Massachusetts
$11K -$12.8K -157 -54%
AIM
1115
Acrospire Investment Management
Illinois
$11K +$11K +139 New
WCM
1116
Wealthcare Capital Management
Virginia
$9K
SAM
1117
Shamrock Asset Management
Texas
$9K
MIM
1118
Marco Investment Management
Georgia
$8.2K +$125 +1,550 +2%
SA
1119
SRH Advisors
Kansas
$8K
MIM
1120
Macroview Investment Management
Maryland
$8K
WA
1121
WealthTrust-Arizona
Arizona
$8K +$78 +1 +1%
JFA
1122
JNBA Financial Advisors
Minnesota
$7K
NYLT
1123
New York Life Trust
New York
$7K +$7K +88 New
JWA
1124
JFS Wealth Advisors
Pennsylvania
$6K -$6.08K -78 -50%
DPA
1125
Delphi Private Advisors
California
$5K -$86 -1 -2%